Your Dedicated Guide
Our relationship begins by introducing you to a relationship manager who will be your personal guide to the possibilities of Global Private Banking. In addition to being experienced and highly qualified, our relationship managers come from many different cultural and linguistic backgrounds.
This diversity is important because we need to have a complete understanding of your unique circumstances to enable us to provide you with the integrated solution you require. Ultimately, your relationship manager will coordinate the services and specialists required to put in place the right solutions for you.
Your relationship manager will guide you through our Wealth Management Planning Process – a multi-step process of discovery, strategy, implementation, review and management.
How We Work with You
Discovery: Because understanding your situation is so critical to an effective solution, our discovery process starts with gaining a thorough understanding of your financial needs and objectives, your family and business circumstances and your current financial arrangements. We evaluate your financial circumstances from a variety of perspectives including your family situation, mid and long-term goals and risk tolerance.
Strategy: Once we understand your needs and goals, we can then craft a customized strategy. This is when your advisors and our team of specialists work together to formulate the solutions you require whether they are trust and estate planning, international investments, international banking or a combination of these and more.
Implementation: With a solid strategy and plan in place, we work with our offices around the world to implement your customized plan. We can also introduce you to and work with external professionals who can provide any additional specialist services that may be required.
Review and Management: Your wealth management plan is regularly reviewed to accommodate changes in your circumstances and to ensure it meets changing economic or regulatory developments.
Our goal is to develop solutions that keep pace with your needs. At Royal Bank of Canada Global Private Banking, we value long-lasting relationships and do everything we can to nurture this continuity.
 Learn more about our expertise, or contact one of our relationship managers about how we can work with you.
|
